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Nathan Matthews

Senior Financial Advisor

Nate recently joined Wells Fargo Advisors after almost 14 years with UBS.  Prior to UBS Nate began his career in wealth management with Morgan Stanley.

Nate's focus is to "Simplify the Complex" through helping make the often complex and difficult world of finance simple and easier to understand. With his clients, he emphasizes the importance of wealth planning and helps manage both the asset and liability side of their balance sheet. 

Nate specializes in helping clients navigate life transitions include sale of a business, death, divorce and retirement.  He is also philanthropically minded and enjoys helping clients maximize their charitable giving and impact.

Nate and his wife Tiffany have been married for 23 years and reside in Parker, CO.  They have eight children, the oldest of which was recently married. He enjoys an active lifestyle and has participated in many endurance cycling and triathlon events and has completed a marathon and half-Ironman triathlon. In the community Nate is actively involved with his church.


CA Insurance License #: 0L78235. Resident State: CO.

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We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.